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TSX:UDA.UN'
s FCF Margin % Range Over the Past 10 Years
Min: -80.73 Med: 27.85 Max: 112420.41
Current: -80.73
During the past 10 years, the highest FCF Margin % of Caldwell U.S. Dividend Advantage Fund was 112420.41%. The lowest was -80.73%. And the median was 27.85%.
TSX:UDA.UN's FCF Margin % is not ranked
in the Asset Management industry.
Industry Median: 13.76
vs TSX:UDA.UN: -80.73
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Caldwell U.S. Dividend Advantage Fund FCF Margin % Chart
For the Asset Management subindustry, Caldwell U.S. Dividend Advantage Fund's FCF Margin %, along with its competitors' market caps and FCF Margin % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Caldwell U.S. Dividend Advantage Fund FCF Margin % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Caldwell U.S. Dividend Advantage Fund's FCF Margin % distribution charts can be found below:
* The bar in red indicates where Caldwell U.S. Dividend Advantage Fund's FCF Margin % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Caldwell U.S. Dividend Advantage Fund (TSX:UDA.UN) has a FCF Margin % of 31.38% as of Dec. 2025. Free cash flow margin is the ratio of total free cash flow to net sales. View historical data on Caldwell U.S. Dividend Advantage Fund and its competitors. This is 13% above median its historical median of 27.85.
Is Caldwell U.S. Dividend Advantage Fund's FCF Margin % too high?
Caldwell U.S. Dividend Advantage Fund's current FCF Margin % of 31.38% is 13% above median its 10-year median of 27.85. The Asset Management industry median FCF Margin % is 13.76. Caldwell U.S. Dividend Advantage Fund's value of 31.38% is 128.1% above this industry median.
How does Caldwell U.S. Dividend Advantage Fund's FCF Margin % compare to GROW?
Caldwell U.S. Dividend Advantage Fund's FCF Margin % of 31.38% can be compared against companies in the Asset Management industry. The industry median FCF Margin % is 13.76. Caldwell U.S. Dividend Advantage Fund's value of 31.38% is 128.1% above this benchmark. While the company's 10-year median is 27.85 vs. the industry median of 13.76, Caldwell U.S. Dividend Advantage Fund has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good FCF Margin % for an Asset Management company?
The median FCF Margin % among Asset Management companies is 13.76, based on 1,450 companies in the industry. Companies in the top quartile (top 25%) have a FCF Margin % significantly above this median, while those in the bottom quartile fall well below. However, FCF Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Caldwell U.S. Dividend Advantage Fund's current FCF Margin % of 31.38% is 128.1% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high FCF Margin % mean?
A high FCF Margin % can signal that a stock is expensive relative to its fundamentals. Free cash flow margin is the ratio of total free cash flow to net sales. View historical data on Caldwell U.S. Dividend Advantage Fund and its competitors. For the Asset Management industry, the median FCF Margin % is 13.76 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Caldwell U.S. Dividend Advantage Fund's current FCF Margin % is 31.38%, which is 13% above median its own 10-year median of 27.85. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Caldwell U.S. Dividend Advantage Fund stock overvalued right now?
Caldwell U.S. Dividend Advantage Fund (TSX:UDA.UN) has a current FCF Margin % of 31.38%. The current FCF Margin % is 31.38%, which is 13% above median its 10-year median of 27.85 and 128.1% above the Asset Management industry median of 13.76. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is FCF Margin % calculated?
FCF Margin % is calculated from a company's financial statements. For Caldwell U.S. Dividend Advantage Fund (TSX:UDA.UN), the current FCF Margin % is 31.38% as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Caldwell U.S. Dividend Advantage Fund is an open-ended mutual fund trust. It provides investment management services to Canadian and international retail and institutional investors, including financial institutions, public and private pension funds, endowment funds, foundations, and private family accounts.
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